Markets in a Minute: Economic Growth
The economy grew at a torrid pace in the first half of the year. While the second half will likely see some slowing, earnings should continue to grow, partly offset by a contraction in multiples.
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Kara Murphy
As Chief Investment Officer of Kestra Investment Management, Kara brings her extensive expertise to partner with the independent financial professionals associated with the Kestra Holdings ecosystem. Kara and her team provide hands-on support, that includes market commentary and research, guidance on portfolio construction, and a broad array of investment solutions designed to empower financial professionals to serve their clients’ wealth management needs.
Markets in a Minute: Cryptocurrency
Cryptocurrencies have generated a lot of interest among investors, yet they're still something of an enigma. They're also a controversial asset class with a wide range of potential outcomes for investors. Read more in the latest Markets in a Minute on cryptocurrencies.
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Markets in a Minute: Quarterly Review & Outlook
In the third quarter of 2022, the S&P 500’s bear market reached ten months old, the Fed continued to tighten monetary policy as inflation accelerated, and recession predictions filled news headlines. With stocks and bonds down more than 25% and 15%, respectively, so far this year, 2022 is shaping up to be one of the more painful years in recent memory. These down markets, though they feel treacherous, present disciplined investors with opportunities for long-term growth.
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Markets in a Minute: Supply Chains
The pandemic has been blamed for disrupting the global supply chain and stoking inflationary pressures. But other issues have contributed to our supply chain woes. Read about the reasons for supply chain disruptions and where we go from here in the latest Markets in a Minute.
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Markets in a Minute: The R-Word — Are We in a Recession?
Are we headed toward a recession? The answer is, we’ll get there… eventually. Read on for the “road signs” that can help us estimate when we might arrive and what we can do before we get there.
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Markets in a Minute: Bonds
Despite low rates, rising inflation fears and tight credit spreads, bonds still play an important role in investors’ portfolios. Certain types of fixed-income instruments are actually designed to protect against inflation. Read about the reasons for continuing to invest in fixed income in the latest Markets in a Minute.
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Markets in a Minute: Vegas, Baby: Investing vs. Gambling
Is investing in the stock market just like gambling in Las Vegas? While the answer to that question is a hard “no,” most investors don’t make the best of their investment odds. Read on to learn how you can improve your chances.
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Markets in a Minute: Inflation, Goldilocks, and the Fed
With lower-than-expected inflation in the month of October, we may all be wondering if there are brighter economic days ahead. Read more about the impact of inflation and Fed rate increases on the economy in this week’s Markets in a Minute.
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Markets in a Minute: Crypto vs. Back to Basics?
The recent failure of crypto-related business such as FTX has highlighted a void in regulatory oversight in the digital currency world. Read more about why a back to basics approach may serve investors best in our latest Markets in a Minute.
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Markets in a Minute: Quantitative Easing
The Fed has entered one of the most-difficult phases of its pandemic response as it begins to dial back stimulus measures even before the full effects of its policies are felt and amid new risks. Read my latest Markets In A Minute for a look under the monetary-policy hood and the implications for the markets and the economy.
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Markets in a Minute: Climate Change
Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and the implications for investors.
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Markets in a Minute: Investing in an Inflationary Environment
History offers insight as to how market dynamics can shift during periods of high inflation. Read my latest Markets in a Minute for a look at which sectors shined during the Great Inflation and other lessons that may help investors navigate today’s inflationary environment.
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Markets in a Minute: Inflation
With inflation hotter than expected and spreading beyond pandemic-affected industries, the Fed appears poised to take more aggressive steps to rein in price increases. What does that mean for stocks? Read my latest Markets In a Minute for a look at how equities have performed during previous rate-hiking cycles.
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Markets in a Minute: Crisis in Ukraine
The Russian invasion of Ukraine has humanitarian and geopolitical consequences but what are the implications for the global economy and equities? My latest Markets in a Minute explores this question and more.
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Markets in a Minute: War in Ukraine
With the war in Ukraine approaching its one-month mark and inflationary pressures rising, many investors are asking: What’s there to feel good about? The Fed is mulling the same question as it contemplates its next steps. My latest Markets in a Minute offers some answers.
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Markets in a Minute: Fixed Income
Buffeted by twin headwinds — rising interest rates and high inflation — the fixed-income market is off to a rough start this year. In the current climate, many investors may be tempted to forgo fixed income entirely. Read about the reasons for continuing to invest in bonds in the latest Markets in a Minute.
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Markets in a Minute: 2022 First Quarter Review & Outlook
A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021? We continue to be in the downshifting camp. Read the latest Markets in a Minute for a recap of first-quarter performance and our outlook for the balance of this year.
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Markets in a Minute: Market Volatility
Stock and bond markets have had a wild ride. What’s driving this recent volatility and what’s an investor to do? Read the latest Markets in a Minute for a back-to-basics playbook for volatile markets.
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Markets in a Minute: What’s Next for the Housing Market?
Lofty prices and higher mortgage rates are beginning to shake the foundation of the single-family housing market. Are we headed for a 2008-style correction? Read the latest Markets in a Minute for our take on what’s next.
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Markets in a Minute: Upside of Down Markets
What’s there to like about a down market? Several things, actually. Read the latest Markets in a Minute to learn about opportunities to potentially enhance long-term returns, reduce portfolio risk and lower your tax bill when markets take a turn for the worse.
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Markets in a Minute: Mid-Year Review & Outlook
So far, 2022 has brought surges in inflation fueled by war in Europe, monetary tightening and slower economic growth. As we pass midyear, many of us may be more than a little ready to forget about the first half. Our 2022 theme of downshifting, or slowing of growth, is certainly coming to fruition.
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Markets in a Minute: Will the Inflation Reduction Act Actually Reduce Inflation?
The Inflation Reduction Act, which has been signed by the president and has passed the House, has been heralded as a major legislative victory for the Democratic party. But will it really matter for the economy or the markets? Read the latest Markets in a Minute to learn more.
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Markets in a Minute: Infrastructure Bill Passed
Last week brought disturbing news on the pandemic front, but we were also reminded that our political system can still tackle big issues. The Senate gave overwhelming bipartisan approval to a $1 trillion infrastructure bill that must still pass the House. What does this breakthrough mean for the markets and the U.S. fiscal outlook?
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Markets in a Minute: Recession? Does it matter?
As economic growth cools and inflation heats up, we are hearing more about recessions. in this week's Markets in a Minute, we talk recession and what’s happening with the latest GDP report.
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Markets in a Minute: Pandemic Challenges
The lingering pandemic has exacted a real – and tragic – human toll. But it also gives the Federal Reserve some room to continue its easy monetary policy. Last week brought further confirmation of that.
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Markets in a Minute: Stock vs. Bond Volatility
With a war in Europe, sky-high energy prices, recession fears, intensifying political divisions, and an on-going global pandemic, it’s no wonder that both stocks and bonds have experienced large gyrations so far this year. In this week’s Markets in a Minute, we discuss what volatility among stocks and bonds means for your portfolio.
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Markets in a Minute: High Liquidity is Key
With equity valuations near historic highs, where does the market go from here? While headwinds are likely to keep near-term returns muted, the massive liquidity still working its way through the economy and strong corporate profit margins should provide a tailwind for growth and earnings.
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Markets in a Minute: Commodities & Housing
As the S&P 500’s bear market completes its ninth month, two areas of the economy have experienced rapid changes: commodity price spikes coupled with impending shortages and a housing boom that is quickly petering out. How serious are these risks to the global economy and markets? Let’s discuss in this week’s Markets in a Minute.
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Markets in a Minute: Debt Ceiling
The current showdown in Congress over raising the debt ceiling has high economic stakes. But it’s worth recalling that we’ve been down this road before, and the federal government has always managed to find a path forward, if not without some short-term fallout.
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